Filed: 8/27/2025ACC: 0001754960-25-000621
📋 What this filing means
MRWM ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $143.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$143.88M
Total AUM (reported)
1.86M
Total Shares
Allocation by class
COM$25.79M17.9%
TOTAL STK MKT$18.08M12.6%
BLOOMBERG 1-3 MO$10.44M7.3%
CORE S&P500 ETF$9.74M6.8%
TR UNIT$8.79M6.1%
PHYSCL GOLD SHS$8.64M6.0%
SHS CREATION UNI$6.45M4.5%
Portfolio Concentration
Top 3$38.26M26.6%
4–10$45.05M31.3%
11–25$32.31M22.5%
Rest$28.25M19.6%
Top 3 weight
26.6%
Top 10 weight
57.9%
Voting Authority Distribution
Total shares with voting rights: 1.86M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.86M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole74
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings74
Rows:
VANGUARD INDEX FDS
SOLEShares65.79K
TypeSH
Market value$18.08M
12.57%
Sole
0.00
Shared
0.00
None
65.79K
SPDR SERIES TRUST
SOLEShares113.80K
TypeSH
Market value$10.44M
7.26%
Sole
0.00
Shared
0.00
None
113.80K
ISHARES TR
SOLEShares17.34K
TypeSH
Market value$9.74M
6.77%
Sole
0.00
Shared
0.00
None
17.34K
SPDR S&P 500 ETF TR
SOLEShares15.71K
TypeSH
Market value$8.79M
6.11%
Sole
0.00
Shared
0.00
None
15.71K
ETFS GOLD TR
SOLEShares289.66K
TypeSH
Market value$8.64M
6.00%
Sole
0.00
Shared
0.00
None
289.66K
WISDOMTREE TR
SOLEShares127.47K
TypeSH
Market value$6.42M
4.46%
Sole
0.00
Shared
0.00
None
127.47K
SCHWAB STRATEGIC TR
SOLEShares203.24K
TypeSH
Market value$5.68M
3.95%
Sole
0.00
Shared
0.00
None
203.24K
APPLE INC
SOLEShares24.02K
TypeSH
Market value$5.34M
3.71%
Sole
0.00
Shared
0.00
None
24.02K
ISHARES TR
SOLEShares101.72K
TypeSH
Market value$5.15M
3.58%
Sole
0.00
Shared
0.00
None
101.72K
VANGUARD STAR FDS
SOLEShares81.20K
TypeSH
Market value$5.04M
3.50%
Sole
0.00
Shared
0.00
None
81.20K
ISHARES TR
SOLEShares44.05K
TypeSH
Market value$4.89M
3.40%
Sole
0.00
Shared
0.00
None
44.05K
CAPITAL GROUP GROWTH ETF
SOLEShares123.36K
TypeSH
Market value$4.23M
2.94%
Sole
0.00
Shared
0.00
None
123.36K
VANGUARD SCOTTSDALE FDS
SOLEShares64.60K
TypeSH
Market value$3.79M
2.64%
Sole
0.00
Shared
0.00
None
64.60K
SCHWAB STRATEGIC TR
SOLEShares118.53K
TypeSH
Market value$2.97M
2.06%
Sole
0.00
Shared
0.00
None
118.53K
PROSHARES TR
SOLEShares25.34K
TypeSH
Market value$2.59M
1.80%
Sole
0.00
Shared
0.00
None
25.34K
VANGUARD INDEX FDS
SOLEShares13.87K
TypeSH
Market value$2.40M
1.66%
Sole
0.00
Shared
0.00
None
13.87K
CAPITAL GROUP DIVIDEND VALUE
SOLEShares46.65K
TypeSH
Market value$1.66M
1.16%
Sole
0.00
Shared
0.00
None
46.65K
VISA INC
SOLEShares3.91K
TypeSH
Market value$1.37M
0.95%
Sole
0.00
Shared
0.00
None
3.91K
ISHARES TR
SOLEShares37.64K
TypeSH
Market value$1.37M
0.95%
Sole
0.00
Shared
0.00
None
37.64K
ABBVIE INC
SOLEShares6.16K
TypeSH
Market value$1.29M
0.90%
Sole
0.00
Shared
0.00
None
6.16K
KROGER CO
SOLEShares18.23K
TypeSH
Market value$1.23M
0.86%
Sole
0.00
Shared
0.00
None
18.23K
INTERNATIONAL BUSINESS MACHS
SOLEShares4.93K
TypeSH
Market value$1.23M
0.85%
Sole
0.00
Shared
0.00
None
4.93K
HOME DEPOT INC
SOLEShares3.03K
TypeSH
Market value$1.11M
0.77%
Sole
0.00
Shared
0.00
None
3.03K
PROCTER AND GAMBLE CO
SOLEShares6.44K
TypeSH
Market value$1.10M
0.76%
Sole
0.00
Shared
0.00
None
6.44K
BRISTOL-MYERS SQUIBB CO
SOLEShares17.84K
TypeSH
Market value$1.09M
0.76%
Sole
0.00
Shared
0.00
None
17.84K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 65.79K | SH | $18.08M 12.57% | 0.00 | 0.00 | 65.79K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 113.80K | SH | $10.44M 7.26% | 0.00 | 0.00 | 113.80K |
ISHARES TRSOLE | CORE S&P500 ETF | 17.34K | SH | $9.74M 6.77% | 0.00 | 0.00 | 17.34K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 15.71K | SH | $8.79M 6.11% | 0.00 | 0.00 | 15.71K |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 289.66K | SH | $8.64M 6.00% | 0.00 | 0.00 | 289.66K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 127.47K | SH | $6.42M 4.46% | 0.00 | 0.00 | 127.47K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 203.24K | SH | $5.68M 3.95% | 0.00 | 0.00 | 203.24K |
APPLE INCSOLE | COM | 24.02K | SH | $5.34M 3.71% | 0.00 | 0.00 | 24.02K |
ISHARES TRSOLE | TRS FLT RT BD | 101.72K | SH | $5.15M 3.58% | 0.00 | 0.00 | 101.72K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 81.20K | SH | $5.04M 3.50% | 0.00 | 0.00 | 81.20K |
ISHARES TRSOLE | TIPS BD ETF | 44.05K | SH | $4.89M 3.40% | 0.00 | 0.00 | 44.05K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 123.36K | SH | $4.23M 2.94% | 0.00 | 0.00 | 123.36K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 64.60K | SH | $3.79M 2.64% | 0.00 | 0.00 | 64.60K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 118.53K | SH | $2.97M 2.06% | 0.00 | 0.00 | 118.53K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 25.34K | SH | $2.59M 1.80% | 0.00 | 0.00 | 25.34K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 13.87K | SH | $2.40M 1.66% | 0.00 | 0.00 | 13.87K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 46.65K | SH | $1.66M 1.16% | 0.00 | 0.00 | 46.65K |
VISA INCSOLE | COM CL A | 3.91K | SH | $1.37M 0.95% | 0.00 | 0.00 | 3.91K |
ISHARES TRSOLE | HDG MSCI EAFE | 37.64K | SH | $1.37M 0.95% | 0.00 | 0.00 | 37.64K |
ABBVIE INCSOLE | COM | 6.16K | SH | $1.29M 0.90% | 0.00 | 0.00 | 6.16K |
KROGER COSOLE | COM | 18.23K | SH | $1.23M 0.86% | 0.00 | 0.00 | 18.23K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 4.93K | SH | $1.23M 0.85% | 0.00 | 0.00 | 4.93K |
HOME DEPOT INCSOLE | COM | 3.03K | SH | $1.11M 0.77% | 0.00 | 0.00 | 3.03K |
PROCTER AND GAMBLE COSOLE | COM | 6.44K | SH | $1.10M 0.76% | 0.00 | 0.00 | 6.44K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 17.84K | SH | $1.09M 0.76% | 0.00 | 0.00 | 17.84K |
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